L3VLUP

HTH · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HTH
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterHTHJPM
Q3 20203 holders, $25m35 holders, $33.0bn
Q4 20202 holders, $24m32 holders, $45.6bn
Q1 20212 holders, $26m32 holders, $49.9bn
Q2 20213 holders, $29m31 holders, $48.4bn
Q3 20212 holders, $28m31 holders, $48.9bn
Q4 20213 holders, $33m34 holders, $46.1bn
Q1 20225 holders, $32m35 holders, $37.9bn
Q2 20225 holders, $33m37 holders, $30.9bn
Q3 20223 holders, $27m41 holders, $26.8bn
Q4 20223 holders, $32m33 holders, $80.3bn
Q1 20233 holders, $42m34 holders, $33.4bn
Q2 20233 holders, $40m34 holders, $38.7bn
Q3 20232 holders, $65m32 holders, $39.4bn
Q4 20232 holders, $91m30 holders, $45.0bn
Q1 20241 holders, $70m37 holders, $52.6bn
Q2 20241 holders, $45m36 holders, $52.8bn
Q3 20244 holders, $62m29 holders, $50.1bn
Q4 20243 holders, $3.5m30 holders, $55.8bn
Q1 2025none listed holders, n.a.35 holders, $51.3bn
Q2 2025none listed holders, n.a.38 holders, $59.8bn
Q3 20251 holders, $8.3m36 holders, $63.3bn
Q4 20251 holders, $6.5m36 holders, $57.9bn
Q1 20262 holders, $17m39 holders, $51.7bn
Q2 20261 holders, $9.6m43 holders, $54.6bn
HTH

Hilltop Holdings Inc

Holders
1
Reported value
$70m
Buyers
0
Sellers
0

Breadth 0 among 93 comparable managers.

JPM

JPMorgan Chase & Co

Holders
37
Reported value
$52.6bn
Buyers
15
Sellers
21

Breadth -6 among 93 comparable managers.

Who holds both, Q1 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →